Mortgage Market Insights w/ Raoul Pal & Jeff Moore



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“We haven’t had the ‘aha’ crisis moment that we had in 2008 because the mortgage market is incredibly healthy.”

Jeff Moore runs more than a trillion and a half dollars for Fidelity’s fixed-income portfolio. The veteran portfolio manager has had skin in the game for the past 23 years, so when Raoul wants to know what’s going on in the bond market, he turns to Jeff.

In this fascinating discussion, the pair dissect whether we’re in a generational trend shift in bonds, what that means for markets, and where opportunity still exists for investors.

As he notes, “this is a pretty decent time for bonds,” so be sure to pay attention. Recorded on February 27, 2023

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#raoulpal #mortgages #mortgagerates

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This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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Raoul Pal & Fidelity's Jeff More: The BIG Bond Outlook



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“We haven’t had the ‘aha’ crisis moment that we had in 2008 because the mortgage market is incredibly healthy.”

Jeff Moore runs more than a trillion and a half dollars for Fidelity’s fixed-income portfolio. The veteran portfolio manager has had skin in the game for the past 23 years, so when Raoul wants to know what’s going on in the bond market, he turns to Jeff.

In this fascinating discussion, the pair dissect whether we’re in a generational trend shift in bonds, what that means for markets, and where opportunity still exists for investors.

As he notes, “this is a pretty decent time for bonds,” so be sure to pay attention. Recorded on February 27, 2023

CHAPTERS:
1 Jeff’s Big Picture Framework 01:56
2 Why Isn’t Anyone Talking About Growth? 0:17:32
3 This is the Anti 2008 0:20:10
4 Focus on Bond Market Liquidity 0:26:27
5 Can the Fed Really Keep Rates Up? 0:32:07
6 Is QE Dead or is it Coming Back? 0:39:50
7 The Takeaways 0:51:08

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#raoulpal #bond #fidelityinvestments

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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive, or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual, group of individuals, or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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The 2022 Macro Framework with Cristophe Ollari



Europe is headed for recession, according to Christophe Ollari, as the consequences of Russia’s invasion of Ukraine in the aftermath of a global pandemic reverberate across the continent.

In conversation with Real Vision’s Maggie Lake, Ollari, founder of Ollari Consulting, explains why the U.S. might avoid recession but suffer stagflation instead.

And he traces the Federal Reserve’s policy mistakes back to the Global Financial Crisis, comparing the present post-Covid environment to the period that made extraordinary monetary measures commonplace and noting that the central bank’s plan is to hike interest rates until something breaks.

China’s “zero Covid” posture, Russia’s weaponization of food and energy supplies, and the potential for global famine also factor into his analysis.

Amid rising instability, Ollari sees no alternative to the U.S. dollar as the world’s reserve currency.

Recorded on June 1, 2022.
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About Real Vision™:
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Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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